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Capital Advisors Ltd’s Universal Health Services UHS Stock Holding History

Capital Advisors Ltd’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7K Hold
47
– – ﹤0.01% 923
2026
Q1 		$8K Hold
47
– – ﹤0.01% 881
2025
Q4 		$10K Hold
47
– – ﹤0.01% 826
2025
Q3 		$10K Hold
47
– – ﹤0.01% 813
2025
Q2 		$9K Sell
47
-5
-10% -$902 ﹤0.01% 827
2025
Q1 		$10K Hold
52
– – ﹤0.01% 779
2024
Q4 		$9K Sell
52
-1
-2% -$204 ﹤0.01% 820
2024
Q3 		$12K Buy
53
+1
+2% +$215 ﹤0.01% 740
2024
Q2 		$10K Sell
52
-3
-5% -$531 ﹤0.01% 758
2024
Q1 		$10K Buy
55
+8
+17% +$1.32K ﹤0.01% 726
2023
Q4 		$7K Hold
47
– – ﹤0.01% 769
2023
Q3 		$6K Hold
47
– – ﹤0.01% 788
2023
Q2 		$7K Hold
47
– – ﹤0.01% 765
2023
Q1 		$6K Buy
47
+1
+2% +$138 ﹤0.01% 654
2022
Q4 		$6K Buy
46
+37
+411% +$4.37K ﹤0.01% 637
2022
Q3 		$1K Buy
+9
New +$930 ﹤0.01% 1139
2022
Q2 		– Sell
-3
Closed – – 1333
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1211
2021
Q4 		$0 Buy
+3
New +$386 ﹤0.01% 942

Other funds holding UHS

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's UHS Position: Q2 2026 in Review

Capital Advisors Ltd held its Universal Health Services (UHS) position steady in Q2 2026 at 47 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Capital Advisors Ltd first reported a position in UHS in Q4 2021 and has held it in 18 quarters since. The position peaked at $12K in Q3 2024. 590 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Capital Advisors Ltd held 47 shares of Universal Health Services worth $7K as of Q2 2026.
  • Capital Advisors Ltd left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #923 holding.
  • Capital Advisors Ltd first reported a position in Universal Health Services in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Universal Health Services position peaked at $12K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.